Added to YB: 2026-09-04
Pitch date: 2026-09-02
PANW [neutral]
Palo Alto Networks, Inc.
-0.41%
current return
Author Info
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Company Info
Palo Alto Networks, Inc. provides cybersecurity solutions in the Americas, Europe, the Middle East, Africa, the Asia Pacific, and Japan.
Market Cap
$295.1B
Pitch Price
$333.31
Price Target
N/A
Dividend
N/A
EV/EBITDA
148.55
P/E
905.23
EV/Sales
25.66
Sector
Software
Category
growth
Palo Alto Earnings Q2 2026
PANW (earnings): Palo Alto Networks delivered a strong quarter: revenue rose 34.4% to $3.41B, 1.8% above estimates, while 13.6% sequential growth remained strong despite acquisition-distorted annual comparisons. NGS ARR grew 63% to $9.1B and net new ARR reached $970M. Guidance exceeded estimates, but cloud and newer-product mix compressed gross margin by 100 bps, acquisitions drove 17-22% share-count growth, and the company reported a GAAP net loss.
Read full article (4 min)